Spire Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Sell |
4,748
-283
| -6% | -$35K | 0.02% | 473 |
|
|
2025
Q1 | $602K | Sell |
5,031
-429
| -8% | -$51.4K | 0.02% | 520 |
|
|
2024
Q4 | $682K | Sell |
5,460
-279
| -5% | -$34.9K | 0.02% | 484 |
|
|
2024
Q3 | $709K | Sell |
5,739
-370
| -6% | -$45.7K | 0.02% | 451 |
|
|
2024
Q2 | $693K | Sell |
6,109
-1,077
| -15% | -$122K | 0.02% | 422 |
|
|
2024
Q1 | $850K | Sell |
7,186
-1,368
| -16% | -$162K | 0.02% | 407 |
|
|
2023
Q4 | $949K | Sell |
8,554
-1,263
| -13% | -$140K | 0.03% | 371 |
|
|
2023
Q3 | $991K | Sell |
9,817
-17,672
| -64% | -$1.78M | 0.04% | 330 |
|
|
2023
Q2 | $2.94M | Buy |
27,489
+4,385
| +19% | +$470K | 0.11% | 185 |
|
|
2023
Q1 | $2.37M | Buy |
23,104
+14,066
| +156% | +$1.45M | 0.09% | 212 |
|
|
2022
Q4 | $911K | Buy |
9,038
+165
| +2% | +$16.6K | 0.05% | 248 |
|
|
2022
Q3 | $799K | Sell |
8,873
-15,258
| -63% | -$1.37M | 0.05% | 249 |
|
|
2022
Q2 | $2.28M | Buy |
24,131
+381
| +2% | +$36K | 0.09% | 186 |
|
|
2022
Q1 | $2.6M | Sell |
23,750
-579
| -2% | -$63.5K | 0.07% | 232 |
|
|
2021
Q4 | $2.69M | Buy |
24,329
+24,218
| +21,818% | +$2.68M | 0.06% | 265 |
|
|
2021
Q3 | $11K | Hold |
111
| – | – | ﹤0.01% | 2065 |
|
|
2021
Q2 | $12K | Sell |
111
-103
| -48% | -$11.1K | ﹤0.01% | 2055 |
|
|
2021
Q1 | $22K | Buy |
+214
| New | +$22K | ﹤0.01% | 2106 |
|